Better marketing needs a stronger connection to sales.
Your marketing creates opportunities. What happens next matters just as much. We help connect your website, marketing, and customer relationship management system so your team can organize inquiries, follow up consistently, and understand which efforts lead to business.
Pipedrive Partners · HubSpot-certified expertise · Experience across a wide range of CRMs
Close the gaps between interest and opportunity.
- An inquiry lands in an inbox.
- Someone adds it to a spreadsheet.
- Follow-up depends on whoever remembers.
- Marketing reports show leads, but nobody can easily connect those leads to sales.
As your business grows, those gaps become harder to manage.
- A shared view of each opportunity
- Who owns it
- What needs to happen next
It becomes part of your marketing foundation, supporting the people and processes that turn interest into revenue.
Build around how your business actually sells.
We start by understanding your sales process, your team, and the systems you already use. Then we identify where better connections, clearer ownership, or simpler workflows could make a difference.
The right setup depends on your platform, available integrations, and agreed scope.
- 01
CRM selection and setup
Choose a platform that fits your business, or make better use of the one you already have. Organize the information and workflows your team needs to manage relationships and opportunities.
- 02
Website and lead capture connections
Connect inquiry forms and other agreed lead sources to your CRM, helping the right information reach the right people with less manual entry.
- 03
Sales pipeline organization
Create clear stages, ownership, and next steps that reflect how prospects move through your actual sales process.
- 04
Follow-up workflows
Support consistent follow-up with appropriate tasks, reminders, notifications, and automation. Keep your team involved where a personal conversation matters.
- 05
Marketing and sales visibility
Capture useful source information and track opportunities through the pipeline, giving your team a clearer view of which marketing activities contribute to qualified inquiries and closed business.
Familiar with the platforms. Focused on your business.
We are Pipedrive Partners, hold HubSpot certifications, and work across a wide range of CRM platforms.
Our starting point is what your business needs and what your team will use. If your current CRM can support that, we help make it work better. If it is creating limitations, we help you evaluate the next step.
The goal is a practical system your team understands and uses consistently.
- Pipedrive Partners
- HubSpot-certified expertise
- Experience across a wide range of CRMs
Part of a stronger marketing foundation.
The Housetop Growth Blueprint establishes your marketing and growth plan. That process can identify gaps between lead generation, sales follow-up, and measurement that deserve attention.
CRM integration and improvement work can then be included in a custom Growth Partnership, depending on your selected package and agreed scope. We connect the work to the broader plan, so your marketing and sales efforts support each other.
5 Revenue Leaks Costing Your Business More Than You Think
Significant growth may already be hiding in the opportunities you’re losing. This one-page brief reveals five common revenue leaks, and where to look for them in your business.
- Why you’re too easy to compare
- Leads lost between inquiry and close
- Revenue you already paid for
01Do we need a new CRM?
Not necessarily. We first look at your current platform, how your team uses it, and where the problems occur. Better organization, clearer processes, or a few useful integrations may address the gaps.
02Can you work with a CRM other than Pipedrive or HubSpot?
Yes. We have experience across a range of CRMs. We review your platform and requirements before recommending an approach or confirming integration scope.
03Can you connect our website forms to our CRM?
Where the systems support it, yes. We review the form, the information being collected, and where it needs to go. We also consider ownership and follow-up so the connection supports a useful process.
04Can we see which marketing efforts lead to sales?
We can help improve that visibility by connecting lead-source information with your sales pipeline and outcomes. The level of detail depends on your tracking setup, connected systems, and consistent use of the CRM by your team.
05Is CRM work included in every Growth Partnership?
The scope depends on your selected partnership package and business priorities. We define the integration and improvement work with you before it begins.
Make more of the opportunities your marketing creates.
Let’s look at how inquiries enter your business, how your team follows up, and where a better-connected system could help.
Request a Marketing Consultation →A complimentary, one-hour conversation with your key decision-makers to discuss your goals, constraints, and whether Housetop is the right fit.
Let’s talk about your growth.
Great marketing starts with a clear understanding of your business. In this complimentary one-hour conversation, we’ll discuss where you are, where you want to go, and what might be standing in the way.
- An outside perspectiveA fresh look at your current marketing approach.
- Identify opportunitiesDiscuss gaps and opportunities that may be limiting growth.
- Clear next stepsExplore what moving forward could look like for your business.
Have a defined website, brand, or creative project? We can scope it as a focused project. Tell us about it in the form.